Carson Wealth (CWM LLC)’s Dimensional US Targeted Value ETF DFAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.97M | Sell |
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|
2025
Q2 | $2.87M | Sell |
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|
2025
Q1 | $2.91M | Buy |
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|
2024
Q4 | $3.03M | Sell |
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|
2024
Q3 | $3.04M | Sell |
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|
2024
Q2 | $3.12M | Buy |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $951K | Buy |
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|
2023
Q3 | $487K | Hold |
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|
2023
Q2 | $495K | Buy |
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|
2023
Q1 | $434K | Buy |
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|
2022
Q4 | $385K | Sell |
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|
2022
Q3 | $383K | Sell |
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|
2022
Q2 | $397K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $388K | Buy |
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|
2021
Q2 | $338K | Hold |
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|
2021
Q1 | $338K | Hold |
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|
2020
Q4 | $338K | Hold |
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|
2020
Q3 | $338K | Hold |
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|
2020
Q2 | $338K | Hold |
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|
2020
Q1 | $338K | Hold |
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|
2019
Q4 | $338K | Hold |
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|
2019
Q3 | $338K | Hold |
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|
2019
Q2 | $338K | Hold |
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|
2019
Q1 | $338K | Buy |
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